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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,272 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $44,069 |
ERISA SERVICES OF GEORGIA, LLC2+ years Filed as: ERISA SERVICES OF GEORGIA LLC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $15,301 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,524 | $101,653-70.0% | $147,080-79.2% | $74,459-59.0% |
| Participation rate | 95.6% | 75.6%+20.1pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 17.18% | 8754.98%-8737.8pp | 420.17%-403.0pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $1,678 | $3,813-56.0% | $4,933-66.0% | $2,626-36.1% |
| Participant deferral / active EE | $5,701 | $7,304-22.0% | $8,066-29.3% | $4,350+31.1% |
| Admin fee / account holder | $284 | $1,752-83.8% | $12,989-97.8% | $1,945-85.4% |